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Beacon Pointe Wealth Advisors’s Amazon AMZN Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.85M Buy
30,840
+1,380
+5% +$122K 0.52% 45
2019
Q3 		$2.56M Sell
29,460
-860
-3% -$79.7K 0.54% 39
2019
Q2 		$2.87M Buy
30,320
+3,840
+15% +$358K 0.61% 35
2019
Q1 		$2.36M Buy
26,480
+6,520
+33% +$543K 0.54% 42
2018
Q4 		$1.51M Buy
+19,960
New +$1.66M 0.54% 41

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beacon Pointe Wealth Advisors's AMZN Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Amazon (AMZN) stake by 4.7% in Q4 2019, buying an estimated $122K and bringing the position to 30,840 shares worth $2.85M. The position accounts for 0.52% of the portfolio, ranked #45.

Beacon Pointe Wealth Advisors first reported a position in AMZN in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.87M in Q2 2019. 3,018 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 30,840 shares of Amazon worth $2.85M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 1,380 Amazon shares in Q4 2019, an estimated $122K.
  • Amazon made up 0.52% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #45 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Amazon in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Amazon position peaked at $2.87M in Q2 2019.
  • 3,018 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.